iShares Core U.S. Aggregate Bond ETF $AGG is Simplify Asset Management Inc.’s 3rd Largest Position

Simplify Asset Management Inc. cut its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 9.9% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 2,802,663 shares of the company’s stock after selling 306,677 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises 5.2% of Simplify Asset Management Inc.’s holdings, making the stock its 3rd largest holding. Simplify Asset Management Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $280,967,000 as of its most recent SEC filing.

Several other hedge funds have also recently made changes to their positions in the business. Angeles Investment Advisors LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF during the second quarter worth approximately $26,000. North Ridge Wealth Advisors Inc. purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 2nd quarter worth approximately $29,000. Transce3nd LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 84.7% during the 2nd quarter. Transce3nd LLC now owns 484 shares of the company’s stock valued at $48,000 after purchasing an additional 222 shares during the last quarter. GAMMA Investing LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 509.3% during the 3rd quarter. GAMMA Investing LLC now owns 524 shares of the company’s stock valued at $53,000 after buying an additional 438 shares during the period. Finally, IMA Advisory Services Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at $60,000. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.1%

Shares of AGG opened at $100.16 on Tuesday. The business has a fifty day moving average of $100.33 and a 200 day moving average of $99.66. The company has a market cap of $134.79 billion, a PE ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $95.74 and a 52-week high of $101.35.

iShares Core U.S. Aggregate Bond ETF Company Profile

IShares are index funds that are bought and sold like common stocks on national securities exchanges as well as certain foreign exchanges. iShares are attractive because of their relatively low cost, tax efficiency and trading flexibility. Investors can purchase and sell shares through any brokerage firm, financial advisor, or online broker, and hold the funds in any type of brokerage account.